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Union Pacific Co. (NYSE:UNP) Position Boosted by Legacy Capital Wealth Partners LLC
Legacy Capital Wealth Partners LLC boosted its holdings in Union Pacific Co. (NYSE:UNP – Free Report) by 7.8% during the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
HHM Wealth Advisors LLC Reduces Position in Starwood Property Trust, Inc. (NYSE:STWD)
HHM Wealth Advisors LLC lessened its position in shares of Starwood Property Trust, Inc. (NYSE:STWD – Free Report) by 8.8% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission.... More of this article »
HHM Wealth Advisors LLC Has $995,000 Stock Position in Waste Management, Inc. (NYSE:WM)
HHM Wealth Advisors LLC grew its stake in Waste Management, Inc. (NYSE:WM – Free Report) by 6,673.2% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 5,554... More of this article »
HHM Wealth Advisors LLC Raises Stock Position in The Southern Company (NYSE:SO)
HHM Wealth Advisors LLC lifted its stake in The Southern Company (NYSE:SO – Free Report) by 1.2% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund... More of this article »
Vanguard Small-Cap Value ETF (NYSEARCA:VBR) Shares Sold by HHM Wealth Advisors LLC
HHM Wealth Advisors LLC lessened its holdings in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR – Free Report) by 14.6% during the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor... More of this article »
Invesco Dow Jones Industrial Average Dividend ETF (NYSEARCA:DJD) Shares Bought by HHM Wealth Advisors LLC
HHM Wealth Advisors LLC grew its stake in Invesco Dow Jones Industrial Average Dividend ETF (NYSEARCA:DJD – Free Report) by 45.1% in the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 5,280 shares... More of this article »
CSX Co. (NASDAQ:CSX) Shares Sold by HHM Wealth Advisors LLC
HHM Wealth Advisors LLC lowered its position in shares of CSX Co. (NASDAQ:CSX – Free Report) by 12.0% in the fourth quarter, according to the company in its most recent filing with the SEC. The firm owned 8,826 shares of the... More of this article »
The Home Depot, Inc. (NYSE:HD) Shares Sold by Pitti Group Wealth Management LLC
Pitti Group Wealth Management LLC lessened its holdings in The Home Depot, Inc. (NYSE:HD – Free Report) by 2.7% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Little House Capital LLC Trims Stock Holdings in NextEra Energy, Inc. (NYSE:NEE)
Little House Capital LLC lowered its holdings in NextEra Energy, Inc. (NYSE:NEE – Free Report) by 82.4% in the fourth quarter, HoldingsChannel reports. The firm owned 5,017 shares of the utilities provider’s stock after... More of this article »
Little House Capital LLC Reduces Stock Holdings in Lululemon Athletica Inc. (NASDAQ:LULU)
Little House Capital LLC reduced its holdings in Lululemon Athletica Inc. (NASDAQ:LULU – Free Report) by 11.9% during the 4th quarter, Holdings Channel reports. The fund owned 913 shares of the apparel retailer’s stock... More of this article »
Kapstone Financial Advisors LLC Purchases 8,730 Shares of Palantir Technologies Inc. (NYSE:PLTR)
Kapstone Financial Advisors LLC raised its position in shares of Palantir Technologies Inc. (NYSE:PLTR – Free Report) by 60.2% in the fourth quarter, according to the company in its most recent disclosure with the Securities... More of this article »
The Boeing Company (NYSE:BA) Shares Acquired by Kapstone Financial Advisors LLC
Kapstone Financial Advisors LLC lifted its stake in shares of The Boeing Company (NYSE:BA – Free Report) by 15.4% during the fourth quarter, HoldingsChannel.com reports. The firm owned 2,260 shares of the aircraft producer’s... More of this article »
Kapstone Financial Advisors LLC Sells 1,265 Shares of Verizon Communications Inc. (NYSE:VZ)
Kapstone Financial Advisors LLC reduced its stake in shares of Verizon Communications Inc. (NYSE:VZ – Free Report) by 12.3% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange... More of this article »
Conservest Capital Advisors Inc. Increases Stock Position in iShares Core MSCI EAFE ETF (BATS:IEFA)
Conservest Capital Advisors Inc. raised its holdings in iShares Core MSCI EAFE ETF (BATS:IEFA – Free Report) by 3.6% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Stonebrook Private Inc. Makes New Investment in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)
Stonebrook Private Inc. purchased a new position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) during the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund purchased... More of this article »
Convergence Investment Partners LLC Has $1.01 Million Stake in M.D.C. Holdings, Inc. (NYSE:MDC)
Convergence Investment Partners LLC lowered its stake in shares of M.D.C. Holdings, Inc. (NYSE:MDC – Free Report) by 16.9% in the fourth quarter, according to its most recent 13F filing with the SEC. The fund owned 18,200 shares... More of this article »
Convergence Investment Partners LLC Trims Stock Position in MSC Industrial Direct Co., Inc. (NYSE:MSM)
Convergence Investment Partners LLC lessened its holdings in MSC Industrial Direct Co., Inc. (NYSE:MSM – Free Report) by 4.9% in the 4th quarter, according to the company in its most recent 13F filing with the Securities &... More of this article »
HHM Wealth Advisors LLC Boosts Stock Holdings in Schwab US Dividend Equity ETF (NYSEARCA:SCHD)
HHM Wealth Advisors LLC lifted its stake in Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Free Report) by 3.5% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM) Shares Sold by HHM Wealth Advisors LLC
HHM Wealth Advisors LLC lowered its holdings in shares of Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM – Free Report) by 3.5% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and... More of this article »
Nutanix, Inc. (NASDAQ:NTNX) Shares Acquired by Convergence Investment Partners LLC
Convergence Investment Partners LLC lifted its position in shares of Nutanix, Inc. (NASDAQ:NTNX – Free Report) by 29.6% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
HHM Wealth Advisors LLC Purchases 4,837 Shares of Schwab Fundamental Emerging Markets Large Company Index ETF (NYSEARCA:FNDE)
HHM Wealth Advisors LLC boosted its position in Schwab Fundamental Emerging Markets Large Company Index ETF (NYSEARCA:FNDE – Free Report) by 1.1% during the fourth quarter, according to its most recent 13F filing with the Securities... More of this article »
HHM Wealth Advisors LLC Grows Stock Position in Regions Financial Co. (NYSE:RF)
HHM Wealth Advisors LLC increased its holdings in Regions Financial Co. (NYSE:RF – Free Report) by 279.8% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional... More of this article »
HHM Wealth Advisors LLC Sells 2,824 Shares of Vanguard Short-Term Corporate Bond ETF (NASDAQ:VCSH)
HHM Wealth Advisors LLC cut its holdings in Vanguard Short-Term Corporate Bond ETF (NASDAQ:VCSH – Free Report) by 13.0% during the 4th quarter, Holdings Channel reports. The fund owned 18,836 shares of the company’s stock... More of this article »
HHM Wealth Advisors LLC Trims Position in Schwab Fundamental U.S. Broad Market Index ETF (NYSEARCA:FNDB)
HHM Wealth Advisors LLC trimmed its holdings in shares of Schwab Fundamental U.S. Broad Market Index ETF (NYSEARCA:FNDB – Free Report) by 3.3% during the 4th quarter, Holdings Channel reports. The fund owned 42,277 shares of... More of this article »
HHM Wealth Advisors LLC Has $10.71 Million Holdings in Vanguard Dividend Appreciation ETF (NYSEARCA:VIG)
HHM Wealth Advisors LLC boosted its position in shares of Vanguard Dividend Appreciation ETF (NYSEARCA:VIG – Free Report) by 8.1% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange... More of this article »
Kapstone Financial Advisors LLC Has $1.14 Million Stock Position in Marathon Petroleum Co. (NYSE:MPC)
Kapstone Financial Advisors LLC raised its stake in Marathon Petroleum Co. (NYSE:MPC – Free Report) by 1.2% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Salesforce, Inc. (NYSE:CRM) Stock Holdings Decreased by Intellectus Partners LLC
Intellectus Partners LLC lowered its stake in Salesforce, Inc. (NYSE:CRM – Free Report) by 1.2% in the 4th quarter, according to its most recent filing with the SEC. The fund owned 5,612 shares of the CRM provider’s stock... More of this article »
Analog Devices, Inc. (NASDAQ:ADI) Shares Purchased by Little House Capital LLC
Little House Capital LLC increased its stake in shares of Analog Devices, Inc. (NASDAQ:ADI – Free Report) by 3.5% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Little House Capital LLC Acquires 1,835 Shares of Meta Platforms, Inc. (NASDAQ:META)
Little House Capital LLC raised its holdings in Meta Platforms, Inc. (NASDAQ:META – Free Report) by 28.6% during the fourth quarter, Holdings Channel.com reports. The fund owned 8,252 shares of the social networking company’s... More of this article »
Little House Capital LLC Has $2.66 Million Stake in KLA Co. (NASDAQ:KLAC)
Little House Capital LLC boosted its holdings in shares of KLA Co. (NASDAQ:KLAC – Free Report) by 2.6% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund... More of this article »
Financial Advisors LLC Has $50.55 Million Stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)
Financial Advisors LLC increased its stake in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 7,167.8% in the fourth quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Convergence Investment Partners LLC Sells 345 Shares of Simon Property Group, Inc. (NYSE:SPG)
Convergence Investment Partners LLC cut its stake in shares of Simon Property Group, Inc. (NYSE:SPG – Free Report) by 4.0% during the 4th quarter, according to the company in its most recent disclosure with the Securities &... More of this article »
Transcend Capital Advisors LLC Has $1.71 Million Stake in QUALCOMM Incorporated (NASDAQ:QCOM)
Transcend Capital Advisors LLC lifted its holdings in shares of QUALCOMM Incorporated (NASDAQ:QCOM – Free Report) by 0.9% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Costco Wholesale Co. (NASDAQ:COST) Shares Purchased by Transcend Capital Advisors LLC
Transcend Capital Advisors LLC increased its stake in shares of Costco Wholesale Co. (NASDAQ:COST – Free Report) by 8.1% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
iShares Core S&P 500 ETF (NYSEARCA:IVV) is RiverFront Investment Group LLC’s Largest Position
RiverFront Investment Group LLC lessened its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 1.3% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Omnia Family Wealth LLC Purchases 14,324 Shares of Vanguard FTSE Developed Markets Index Fund ETF Shares (NYSEARCA:VEA)
Omnia Family Wealth LLC lifted its position in Vanguard FTSE Developed Markets Index Fund ETF Shares (NYSEARCA:VEA – Free Report) by 9.0% during the fourth quarter, according to its most recent Form 13F filing with the Securities... More of this article »
W.W. Grainger, Inc. (NYSE:GWW) Shares Sold by Legacy Capital Wealth Partners LLC
Legacy Capital Wealth Partners LLC lowered its position in shares of W.W. Grainger, Inc. (NYSE:GWW – Free Report) by 1.0% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The... More of this article »
Mondelez International, Inc. (NASDAQ:MDLZ) Shares Sold by Legacy Capital Wealth Partners LLC
Legacy Capital Wealth Partners LLC cut its holdings in shares of Mondelez International, Inc. (NASDAQ:MDLZ – Free Report) by 2.3% during the fourth quarter, HoldingsChannel.com reports. The fund owned 14,980 shares of the company’s... More of this article »
Legacy Capital Wealth Partners LLC Sells 273 Shares of Mastercard Incorporated (NYSE:MA)
Legacy Capital Wealth Partners LLC lowered its stake in shares of Mastercard Incorporated (NYSE:MA – Free Report) by 9.0% during the 4th quarter, according to the company in its most recent filing with the SEC. The fund owned... More of this article »
Legacy Capital Wealth Partners LLC Makes New Investment in iShares National Muni Bond ETF (NYSEARCA:MUB)
Legacy Capital Wealth Partners LLC bought a new position in iShares National Muni Bond ETF (NYSEARCA:MUB – Free Report) in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV) Shares Sold by Legacy Capital Wealth Partners LLC
Legacy Capital Wealth Partners LLC decreased its holdings in shares of iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV – Free Report) by 8.1% during the 4th quarter, Holdings Channel.com reports. The firm owned 15,694 shares... More of this article »
Intellectus Partners LLC Sells 2,622 Shares of SPDR Gold Shares (NYSEARCA:GLD)
Intellectus Partners LLC lowered its stake in SPDR Gold Shares (NYSEARCA:GLD – Free Report) by 8.5% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned... More of this article »
Conservest Capital Advisors Inc. Acquires 152 Shares of Vanguard Mid-Cap ETF (NYSEARCA:VO)
Conservest Capital Advisors Inc. boosted its holdings in shares of Vanguard Mid-Cap ETF (NYSEARCA:VO – Free Report) by 0.9% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
Little House Capital LLC Has $638,000 Stake in Carrier Global Co. (NYSE:CARR)
Little House Capital LLC lowered its stake in Carrier Global Co. (NYSE:CARR – Free Report) by 4.6% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned... More of this article »
Little House Capital LLC Buys 859 Shares of Vertex Pharmaceuticals Incorporated (NASDAQ:VRTX)
Little House Capital LLC grew its stake in shares of Vertex Pharmaceuticals Incorporated (NASDAQ:VRTX – Free Report) by 58.8% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
Little House Capital LLC Has $1.04 Million Holdings in Hilton Worldwide Holdings Inc. (NYSE:HLT)
Little House Capital LLC cut its stake in Hilton Worldwide Holdings Inc. (NYSE:HLT – Free Report) by 1.3% in the fourth quarter, HoldingsChannel reports. The institutional investor owned 5,717 shares of the company’s... More of this article »
Little House Capital LLC Has $1.12 Million Stake in STAG Industrial, Inc. (NYSE:STAG)
Little House Capital LLC increased its stake in shares of STAG Industrial, Inc. (NYSE:STAG – Free Report) by 6.6% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Little House Capital LLC Acquires 277 Shares of Xylem Inc. (NYSE:XYL)
Little House Capital LLC increased its holdings in Xylem Inc. (NYSE:XYL – Free Report) by 5.9% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional... More of this article »